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Polaris Wealth Advisory Group’s Williams-Sonoma WSM Stock Holding History

Polaris Wealth Advisory Group’s Portfolio WSM Stock Details WSM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-68,672
Closed -$5.26M – 184
2019
Q4 		$5.26M Buy
68,672
+21,449
+45% +$1.64M 0.35% 61
2019
Q3 		$3.07M Buy
+47,223
New +$3.07M 0.25% 69